SIM

Symetra Investment Management Portfolio holdings

AUM $382M
1-Year Est. Return 10.01%
This Quarter Est. Return
1 Year Est. Return
+10.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$249M
AUM Growth
+$79.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$65.6M
2 +$3.51M

Top Sells

No sells this quarter

Sector Composition

1 Energy 0%
2 Materials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$185M 74.12%
711,427
+252,335
2
$64.5M 25.87%
1,532,800
+83,250
3
$8K ﹤0.01%
100
4
$3K ﹤0.01%
499
5
$1K ﹤0.01%
15